DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
unclassified
Capital Financial Partners
unclassified
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Advisory clients
1 allocators
- Burr & Forman LLP Cash Balance Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
3 rows, $79,391 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Burr & Forman LLP Cash Balance Plan | 2024 | 27 | NONE | $15,620 |
| Burr & Forman LLP Cash Balance Plan | 2023 | 27 | NONE | $39,858 |
| Burr & Forman LLP Cash Balance Plan | 2022 | 27 | NONE | $23,913 |
What changed
No dated events.